Here's what you learn in Mastering QuickBase... 

Get Started

• What IS a QuickBase application/solution?
• What problems does QuickBase solve?
• Explore sample QuickBase applications
• Learn about basic QuickBase "building blocks": tables, fields, records, forms, documents, and reports
• Add records, find, and edit records
• Uncover the incredible resources available in the user forums and QuickBase knowledgebase
• Hand's on practice using QuickBase with our sample applications

Understand Formulas and Functions

• Understand basic functions and formulas, including what they do, how they are used in QuickBase, and the rules you just can't break
• Learn about formulas and functions to do calculations and more robust reporting of data, including formulas to combine data from multiple fields
• Use advanced formulas such as If, Case, and even type conversion functions

QuickBase SDK/API

• Learn how to download and install the required tools
• Get started with some sample SDK scripts
• Learn how to execute some sample SDK scripts
• Discuss several ways to automate the exection of SDK scripts
• Discover additional resources for more advanced SDK application integration

Work with Documents

• Learn how QuickBase uses Document Libraries to store project related files
• Upload/save, and download documents in a QuickBase Document Library
• Work with QuickBase documents: Reserve (lock) and Release Reservations (unlock) to avoid unplanned file replacements or accidental overwrites
• Understand document revisions and how to modify revision settings
• Hand's on practice working with documents

Customize My QuickBase

• Edit user profiles and assign a "screen name" to make logging in easier
• Categorize applications for sorting, finding, and filtering your QuickBase applications
• Understand the differences and advantages between Details view and Icon view in My QuickBase
• Switch between small or large icon view
• Hide applications, find, and unhide applications
• Understand the difference between hiding and deleting an application
• View and delete QuickBase alerts
• Clear new/updated flags
• Hand's on practice customizing your My QuickBase

Create QuickBase Application/Solutions

• Learn the proven way to design an application using the QuickBase Solution Design Workflow
• Plan your solution: define the problem, information needed, workflow, intended result, etc.
• Learn the most important part of application design: working with end-users to find out what they need and how they can personally benefit from the new application
• Understand how to design effective applications from two perspectives: the application manager and the user
• Learn how NOT to design an application: avoid the most common mistakes in application design
• Learn to design applications that are flexible and scalable
• Learn fundamental data "normalization" concepts (reduces application size, potential data inconsistencies, and improves application performance)
• Hand's on practice working through the design workflow for your own organization's most critical problem
• Learn about single-table vs. multi-table applications
• Building a QuickBase application from scratch using the simple Spreadsheet Style
• Hand's on practice creating and improving multi-table applications
• Use QuickBase templates to "fast-track" your application development cycle
• Removing sample data from a QuickBase template
• Learn about the Application Library to find existing "public" applications that go beyond the built-in templates
• Deleting test/practice applications
• Hand's on practice creating a new application from scratch and from a built-in template

Customize Applications, Tables, and Relationships

• Customize applications: modify table and record names, add or delete unnecessary fields
• Define field types and understand how QuickBase automatically formats data based on field types
• Understand table relationships including: master tables, details tables, one-to-many relationships, lookup fields, reference fields, related fields, key fields, report link fields, formula url fields, and more
• Link multiple tables to create robust applications
• Test newly created relationships to ensure they work correctly
• Understand and use "Record Pickers" to customize drop-down lists in related tables
• Extract a table field into a new table
• Learn a workaround to create many-to-many table relationships
• Learn how to implement cross-application table relationships
• Change color schemes and branding elements
• Hand's on practice creating a customizing applications, tables, and relationships

Manage Applications and Dashboards

• Copy, rename, and delete applications
• Learn when to transfer an application instead of sharing
• Learn about absorbing tables from another application
• Learn tips for creating customized dashboards, including copying/renaming existing dashboards and deleting unnecessary sections
• Customize dashboards: info section, report sections, text sections, activity buttons, report link buttons, and hyperlinks within and beyond QuickBase
• Use HTML to enhance the visual appearance of forms, reports, and dashboards.
• Learn how to share an application with all users on the internet
• Share an application and invite users to your application
• Understand what a "private" email address is
• Hand's on practice creating custom dashboards

Manage Roles and Users

• Manage user roles and permissions
• Create forms for specific roles
• Use roles to simplify data entry forms, such as removing unnecessary fields
• Set access levels for your applications, tables, records, fields, and reports
• Assign custom dashboards for different roles
• Learn about the Reports/Roles Matrix to quickly control access to reports by role
• Learn the BEST way to test your application for different roles
• Hand's on practice setting up user roles and restricting access within an application

Make "User Friendly" Applications

• Create easy to use input forms, including section breaks
• Learn tips for creating forms and the importance of de-cluttering
• Improve data entry accuracy and speed using multiple choice drop-down lists
• Remove unnecessary fields, add help for particular fields, and add pop-up messages to ensure other important tasks are completed
• Use rules to control forms and automate data entry, including multiple AND/OR conditions
• Use conditional rules to customize how your forms work
• Automate data entry with user fields that select the current user as the default (default values)
• Re-order fields on tables, forms, and reports to match real world or paper equivalents
• Rename fields to speak in the user's language or from their perspective
• Customize and understand the differences between View forms, Edit forms, and Data Entry forms
• Make certain fields required to ensure accuracy and completeness of data entry
• Create a dynamic report filter to help users find what they need
• Use "Grid Edit" to quickly edit or get data into your new application
• Hand's on practice creating and customizing input forms

Get Information OUT of QuickBase (Views, Reports, and Exporting)

• Understand the different types of reports, including table reports, grid edit reports, summary and crosstab reports, calendar reports, charts and graphs, and timeline reports
• Learn how to use a Custom Column on a report to enable multiple OR filter criteria
• Use formulas to perform row-colorization on table reports, including how to use a more user-friendly color pallet
• Create reports and charts from scratch
• Customize report filters, columns, and sorting/grouping
• Learn the difference between personal reports and shared reports
• Export report data to Excel
• Hand's on practice creating and customizing several reports

Keep Users Up To Date

• Create automated emails, including email notifications, email subscriptions, and email reminders
• Keep users, task owners, supervisors, and project managers up to date on new/updated records as well as the most critical or upcoming tasks
• Learn a powerful technique to update all users with access to your application, showing only their own assigned tasks, using a single report/email
• Set up QuickBase to send updated reports to you daily, weekly, or monthly
• Learn when to use HTML vs. Plain Text format for emails
• Hand's on practice creating email notifications, reminders, and report subscriptions

Import Data into QuickBase

• Import data from a file or Excel spreadsheet into an existing single or multiple-table application
• Use import to create an application
• Learn an advanced import method to maintain existing multiple-table relationships and related records
• Understand and use the Excel VLOOKUP function during multiple table imports
• Understand what "Placeholders" are and how to replace them with correct information
• Understand impact of "Key" fields during the import process
• Clean up data before import to eliminate duplicate entries or avoid accidental updates to existing data
• Hand's on practice importing data into single and multiple-table applications